1. Getting Started

   1. Create Account

2. Settings and Registers

   1. Company Details and Account Settings
   2. Your Customer Register
   3. Connect Customer to a Recipient in the Network

3. Send Your Invoices

   1. Find your way around
   2. Create Invoice
   3. Send Invoice
   4. Invoice Number Series
   5. Select Customer
   6. Invoice Header
   7. Invoice Lines
   8. Fees and Discounts
   9. Invoice Comments and Attachments
   10. Preview and Save Invoice

4. Learn More

   1. After the Invoice is Sent
   2. Frequently Asked Questions about InExchange Web
   3. References

Path to InExchange Network: Profile\Account

Company details are entered on the Account > Profile page. This is also where you manage your account settings and contact information.

You can read more about the types of settings and information you can manage on the Account page using the left-hand menu or the links below.

Contact Information

Enter contact details for different types of cases and inquiries.

In the Contact Information section, you can provide details for various support or business inquiries within the service.

If we need to contact you and no details have been filled in here, we will use the email address that was provided when the account was created.

Create a new contact or edit details by clicking the appropriate icon for each contact type on your screen.

If you need to change the email address on your user account, please contact us at kundservice@inexchange.se.

Company Details

How to fill in the company details that will appear on your customer invoices.

Fill in the sections Company, Payment Methods, and Invoice Settings on the Account > Profile page. This information is used as the sender details on your invoices. If no email address is entered under Invoice Settings, it will be pulled from your user account instead.

Open the editable fields by clicking the icon in each section.

Don't forget to fill in the Payment Methods section so that your customers know which account to use when paying the invoice. How to enter the information >>

Footer Example

This is how the footer may appear on a PDF or printed invoice:

Note! If you are using our free service InExchange Web Bas, you need to upgrade your service to InExchange Web Plus or one of our automated services to be able to send paper invoices.

Account Settings

Enable extended invoice settings, choose between automatic and manual invoice number series, and manage your user account settings here.

At the bottom of the Account > Profile page, you can enable advanced invoice settings, switch between automatic and manual numbering for invoices, and update your password or language for your user account.

Open the editable fields by clicking the icon in each section.

If you need to change the email address on your user account, please contact us.

Learn More

Read more:
Frequently asked questions about account settings, login, and more